Custom Development.

Tailored Enterprise Functionality.

Customise your enterprise document management solution to your needs and spend less time managing paper and more time optimising processes.

Automated Routing and

Rule-Based Workflows

Our customisable workflow functionality ensures that you can circulate and manage documents your way.

Instant Document Storage and Retrieval.

Easily store electronic and scanned documentation in a secure electronic repository that can be accessed from anywhere, share documents using a flexible folder taxonomy and speed up the organising, searching and reporting of specific documents.

Excellent eForm Efficiency.

Create secure custom, ad-hoc templates and eforms leveraging robust features to improve process times and accelerate approval cycles while minimising paperwork.

Forms support electronic and biometric signatures,

Automated calculations and validations ensure staff prioritise

Forms support electronic and biometric signatures,

Comprehensive
Document Security.

Instantly manage user access to company documents and info with permissions and access management on a folder, document and index level. You can utilise the latest technology to verify a user’s true identity for total peace of mind.

Compliant. Records Management.

Our comprehensive records management solution is designed to align with NARS and governmental requirements and offers valuable document management features.

Maintain electronic records according ISO standards.
Configure retention periods and disposal instructions as per File Plan or Master Records register.
Easily import approved file plans and records register via CSV files.
Manage declaring and freezing of records within the Records Management module.
Signoff records disposal with records management .

Time-Saving Bulk Capture
And OCR.

Efficient Group Email.

Streamline handling large volumes of customer emails in a team setting, automatically import emails and distribution.

Distribute emails for internal processing and reply in PaperTrail to track correspondence.

Allocate emails to specific users and groups and set up aliases for initiating workflow processes.

Use MS Addin to send emails from Office 365 to PaperTrail with metadata association.

Effective Technology
For Noticeable Growth.

Our tailor-made document management solutions equip businesses with automated and compliant processes that save time, improve data collection and accuracy and protect vital information.